Contractor Foreman vs. OpenAir PSA

If we are working with an architect on a highly complex, custom-built home that requires 50 versions of a floor plan. The Limitation: While Contractor Foreman handles documents well, it isn't a dedicated "Blueprinting" or CAD-markup tool like Procore or specialized architectural software. If the job is more "design" than "construction," the tool's document versioning can feel a bit basic. The Scenario: A crew leader identifies $1,200 in structural repairs needed before the new siding can go up. The Contractor Foreman Solution: Instead of "calling the office" and waiting, the lead creates a Change Order on their tablet, attaches a photo of the rot, and has the homeowner sign it on the spot. The project doesn't stop, and the billing is updated automatically.

I would only recommend OpenAir if you are a company of 100+ with complex business processes and have a need to integrate into multiple external systems. I think most project managers find it cumbersome and irritating until they are trained on what not to use. It needs a more simplistic obvious approach rather than having every feature exposed all at once.

Incentivized

• The service is top notch. You would be hard pressed to find other options with this kind of service.
• The ability to have your project flow through the modules makes it a breeze to use.
• Being able to track time as well is a key feature.

Incentivized

• We had a specific process down pat with QuickArrow and wanted similar functionality. It gave us that and more.
• It has a lot more reporting functionality than QuickArrow. There are hundreds of options for layout, what is reported, etc. I haven’t played too much with those reports yet. We more or less just replicated reports I had in QuickArrow. We needed the professional services/transition team at NetSuite to help me. There are too many options at this point. I imagine we won’t use all of those reports. Quick Arrow had a lot less.
• Mobile Capabilities – There wasn’t a mobile concept for QuickArrow. OpenAir has been beneficial for iPhone users for time sheet submissions. There is no app for Droid users yet. There are not a lot of users out there, who really know how to use it yet. Managers are not using the app for dashboards/reporting, etc. The field has been pretty quiet but they do really like the mobile app feature. They like not having to go to laptop to enter their time. That’s all we require of them – just time entry. We ran into some glitches - some of the time sheets submitted via iPhone did not get to the tool itself. That happened in one instance. I made QA aware of it. I am not sure what the resolution turned out to be.

• In the CDB, I'd like to be able to create a line item with a specified percentage, and when I pull that line item into an estimate or proposal, I'd like the system to automatically calculate it based on that contract value. (Example, Contingency line is always going to be 15% of the contract value).
• I'd like to be able to rearrange "blocks" on a page when I'm getting ready to send or print it. Lots of dead space on pages. Estimates 4 pages in total when it could be 2.
• I'd like to be able to create budget summaries. Where the line items are grouped into their respective master format categories, and the category has the sum of all the line items in that category.

• The UI of many parts of the system is really poorly designed. Inputting and updating forecasts is a very time-consuming and difficult process for our PMs and it doesn't allow any type of upload from a spreadsheet (which might be easiest in absence of a decent UI).
• I have extensive experience with the reporting piece of OA and have a list of notes and improvements. The entire module is very inflexible at least pieces of it are not intuitive. Easy example: If you create a custom calc with a filter on Project Type to only include hours from our customer projects (Impl and MS), but then create a report with a filter to only show hours from MS, that custom calc won't work properly. The filter logic is unable to handle multiple filters on the same field.
• Specific example of a ticket we've filed but not heard back on: When you close a project, any remaining forecasts from that project remain active and show as "committed hours" against those individuals which doesn't make sense on projects that are closed. Why would you not give an option to delete any remaining forecasts when closing a project as default behavior?

Incentivized

We have compiled so much information on CF it would be counterproductive to move to another software. We have also sold a lot of clients on the client portal feature. It is crucial for our communication between customers. The only reason we wouldn't renew the service is if somewhere offered the exact same service but at a lower cost

Incentivized

We plan to continue our use of NetSuite OpenAir for the reasons cited already. Outside factors, behond our control, would be the only reason we would not renew -- such as an executive mandate to use the same platform going forward. If such were to happen, our Services processes would need to be revamped, as other PSA solutions do not support our current have-to-have criteria.

The platform is straightforward for basic use, the more advanced features, like budgeting, scheduling and QuickBooks integration, require some time to learn, and there are some growing pains with the occasional bugs and the need for better security features. CF is a great tool for efficiently managing construction projects, tracking progress, and handling finances in small to mid-sized construction businesses, but it may not meet the needs of highly complex projects or those requiring extensive customization.

Incentivized

In this day and age I should not have to read a manual to understand a product. It should be intuitive to administrate and perform basic tasks. It feels like a ton of intelligence was poured into making OpenAir feature rich but no where near as much attention was given to the user experience.

Incentivized

Availability was good, FUNCTIONAL availability was more spotty

Incentivized

We have not had any outages.

Many times we had issues that turned out to be errors and bugs. At first, we would be told forcefully that there were no bugs, then we would document them, and we would get an acknowledgement but no apology for essentially either gaslighting us or being ignorant of their system

Incentivized

The performance was acceptable. If you had a very large data set you were working with it might take a little longer, but within reason.

We have only had one issue the entire time we have had Contractor Foreman and that was that we had the hardest time getting the platform to allow us to log in, but we called our support and within 5 mins we able to log back in

Incentivized

As an admin, I've had more contact with OA support than most. I've found their response to tickets typically timely and helpful, however many of the responses to tickets are "we will file an enhancement request" and then I never hear about it again. So not terrible, but not a very fulfilling experience.

Incentivized

Very knowledgeable and able to articulate how other customers configured the solution to meet their needs as well as the best practices they recommended.

We did a 3 day online remote course back in April. NetSuite prefers training to occur before migration. We went over the functionality of tool and three months later we migrated. Personally, I didn’t find it that beneficial. Certain parts of it were beneficial as they applied to me – talked a lot about invoicing capabilities that didn’t apply to me. They also have knowledge base / e-learning assets, but I haven’t referred to them

The team that does your implementation is amazing. They're skillful, kind, they will take as much time as you need, and they have a sense of urgency

Incentivized

It went fine. Everything came over the way we wanted. In addition to migrating the current projects we wanted to migrate historical data – did that seamlessly. The finished product looked pretty good – just needed to tweak – and they helped us with that

A few of them were too specialized, and we're trying to limit the amount of software we have data entry into. Buildertrend was probably the biggest competitor we reviewed, but the cost and migration effort didn't seem enticing to us as a business. I think Contractor Foreman has its own quirks, but once you understand the methodology behind the software, it works very well, and at the price, it's hard to imagine migrating away to something that does the exact same thing for 2-3x the cost (plus all the data migration).

It was our goal to be on a single vendor solution for all aspects of our business: CRM, Project Management, and Finance. By choosing NetSuite with OpenAir PSA, we were able to eliminate the need for three other vendor solutions that required external integration among the disparate systems (Salesforce.com for CRM, MS Project Server for Project Management, and MS Dynamics for finance).

Incentivized

We had just 2 users

Incentivized

Once the system is setup, it's easy to manage and maintain.

• We were able to find a 18,000 change order that been signed but not billed. Contractor Foreman was great because we were able to find the discrepancy but it also would not have happened if the "billed" button made more sense in functionality.

Incentivized

• It covers our requirements for time tracking and project/resource management better than the previous solution we used.
• Project managers are happier having this tool for their job and also because it is running on the cloud as opposed to running on-prem.
• It doesn't help in any way improving the "chasing" of the people that don't submit their time-sheets in time. This one stayed the same as before.

Incentivized